Taylor-Listug, Inc. DBA Taylor Guitars 401(k) match, vesting and fees

Plan year 2025 filingTaylor Guitars Saving and Retirement Plan · Plan 001 · EIN 33-0008323Updated Oct 2026

What Taylor-Listug, Inc. DBA Taylor Guitars' 401(k) plan says about matching contributions

The match terms have not been published from this plan's filing yet.
The plan year 2025 filing reports $1.2M in employer contributions, about $2,224 per participant. That total includes any match and profit-sharing; it is not a match formula. Plan year 2025 Form 5500 ↗
$125,017
Average account balance
533
Participants (end of year)
$65.8M
Plan assets (end of year)
0.20%
Admin expenses ÷ assets

Plan features

Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.

RecordkeeperPrincipal Life Insurance CompanySchedule C ↗
Independent auditorPension Assurance LLP (unmodified opinion, limited scope)Schedule H ↗
Plan type and status401(k) · ActiveForm 5500 ↗

How the plan compares

Plan year 2025 medians for 408 defined-contribution plans in manufacturing with 500 to 999 participants.

Taylor-Listug, Inc. DBA Taylor Guitars: employer contribution per participant$2,224
Peer median$2,176
Taylor-Listug, Inc. DBA Taylor Guitars: average balance$125,017
Peer median$86,901
Taylor-Listug, Inc. DBA Taylor Guitars: admin expenses ÷ assets0.20%
Peer median0.16%

Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.

Plan history

Plan assets went from $56.1M at the end of plan year 2021 to $65.8M at the end of plan year 2025.

$56.1M2021$51.2M2022$57.2M2023$59.8M2024$65.8M2025
End-of-year figures from each plan year's Form 5500 filing for the Taylor-Listug, Inc. DBA Taylor Guitars plan.
Plan yearParticipantsAssetsEmployer contributionsPer participantAdmin expense ratioMatch formulaFiling
2025533$65.8M$1.2M$2,2240.20%Not publishedForm 5500 ↗
2024567$59.8M$1.2M$2,0970.08%Not publishedForm 5500 ↗
2023608$57.2M$149K$2510.09%Not publishedForm 5500 ↗
2022663$51.2M$1.5M$2,3080.09%Not publishedForm 5500 ↗
2021641$56.1M$1.2M$1,8480.08%Not publishedForm 5500 ↗

Other Taylor-Listug, Inc. DBA Taylor Guitars plans (1)

Each plan files its own Form 5500. Figures are from each plan's latest filing.

Taylor-Listug, Inc. Employee Stock Ownership Plan

Plan 002 · EIN 33-0008323 · plan year 2024 filing
-$140,918
Average account balance
1,044
Participants (end of year)
-$147M
Plan assets (end of year)
$4,633
Employer contribution per participant

Plan features

Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.

Independent auditorRoorda, Piquet & Bessee, Inc. (unmodified opinion)Schedule H ↗
Plan type and statusRetirement · ActiveForm 5500 ↗

Common questions

Does Taylor-Listug, Inc. DBA Taylor Guitars match 401(k) contributions?

The match terms for the Taylor Guitars Saving and Retirement Plan have not been published from its filing yet. The plan year 2025 filing reports $1.2M in employer contributions, about $2,224 per participant. That total includes any match and profit-sharing; it is not a match formula.

When is the Taylor-Listug, Inc. DBA Taylor Guitars 401(k) match vested?

The vesting schedule for the Taylor Guitars Saving and Retirement Plan is not in the data published so far. Your Summary Plan Description states it.

Who manages the Taylor-Listug, Inc. DBA Taylor Guitars 401(k)?

The recordkeeper listed on Schedule C of the plan year 2025 filing is Principal Life Insurance Company. The plan administrator is Taylor-Listug, Inc. DBA Taylor Guitars.

I left Taylor-Listug, Inc. DBA Taylor Guitars. How do I find my old 401(k)?

Your account stays in the plan until you move it. Contact the plan administrator (Taylor-Listug, Inc. DBA Taylor Guitars, (619) 258-1207) or the recordkeeper, Principal Life Insurance Company. The Taylor-Listug, Inc. DBA Taylor Guitars old 401(k) page lists the contacts from every plan filing. Find an old Taylor-Listug, Inc. DBA Taylor Guitars 401(k)

Data from the public Form 5500 annual reports Taylor-Listug, Inc. DBA Taylor Guitars filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024 and 2025) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Taylor-Listug, Inc. DBA Taylor Guitars. Not financial advice. Report a correction · Methodology